Perfromance Wealth Partners’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Buy |
29,744
+12,020
| +68% | +$569K | 0.05% | 58 |
|
|
2025
Q1 | $740K | Buy |
17,724
+565
| +3% | +$23.6K | 0.03% | 75 |
|
|
2024
Q4 | $754K | Sell |
17,159
-2,066
| -11% | -$90.8K | 0.02% | 74 |
|
|
2024
Q3 | $763K | Buy |
19,225
+12,219
| +174% | +$485K | 0.03% | 75 |
|
|
2024
Q2 | $279K | Buy |
+7,006
| New | +$279K | 0.01% | 132 |
|
|
2023
Q4 | – | Sell |
-16,374
| Closed | -$448K | – | 165 |
|
|
2023
Q3 | $448K | Sell |
16,374
-3,301
| -17% | -$90.4K | 0.02% | 112 |
|
|
2023
Q2 | $572K | Sell |
19,675
-144,856
| -88% | -$4.21M | 0.03% | 103 |
|
|
2023
Q1 | $4.71M | Sell |
164,531
-46,064
| -22% | -$1.32M | 0.24% | 35 |
|
|
2022
Q4 | $6.97M | Sell |
210,595
-30,421
| -13% | -$1.01M | 0.42% | 27 |
|
|
2022
Q3 | $7.28M | Sell |
241,016
-28,942
| -11% | -$874K | 0.42% | 23 |
|
|
2022
Q2 | $8.4M | Sell |
269,958
-35,622
| -12% | -$1.11M | 0.47% | 25 |
|
|
2022
Q1 | $12.6M | Buy |
305,580
+117,284
| +62% | +$4.83M | 0.55% | 23 |
|
|
2021
Q4 | $8.38M | Buy |
+188,296
| New | +$8.38M | 0.34% | 31 |
|